• Alternatives Client Advisor

    Neuberger Berman (Los Angeles, CA)
    …about Alternative offerings to advocate, educate and sell Neuberger's Alternatives suite of products. The role will involve one-on-one and group presentations, ... **Summary** The Alternative Investment Product Specialist will work with Neuberger's...products and strategies Serve as the primary internal and client -facing point of contact for the illiquid alternatives more
    Neuberger Berman (08/07/24)
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  • Tax Manager - Investment Management - Private…

    Deloitte (Costa Mesa, CA)
    …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
    Deloitte (06/16/24)
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  • Tax Senior - Investment Management - Private…

    Deloitte (Costa Mesa, CA)
    …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
    Deloitte (08/08/24)
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  • Tax Senior Manager - Investment Management…

    Deloitte (Costa Mesa, CA)
    …solution development, and implementation of clients' tax objectives. You will develop client relationships by delivering tax consulting services to the client , ... partnership work papers, allocations, and tax returns, and preparing and leading client meetings on compliance and consulting projects related to tax planning… more
    Deloitte (08/08/24)
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  • Tax Senior - Real Estate Tax ( West Region…

    Deloitte (Costa Mesa, CA)
    …projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax ... companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers. Qualifications Required: + Ability… more
    Deloitte (09/06/24)
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  • Sr. Relationship Manager - Healthcare, Education,…

    Bank of America (Los Angeles, CA)
    …a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues ... Team, which covers our clients and prospects in the West region. The Healthcare, Education and Not for Profit...Global Commercial Bank. HENFP is unique in that our client teams are dedicated to adding value by providing… more
    Bank of America (09/06/24)
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